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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-03 |
Branch Locations
One Easton Oval Suite 550, Columbus, OH 43219 • United States
2 Summit Park Dr Suite 215, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Lending, Llc | Dublin | OH | 10/2008 | 02/2022 |
| Mayfield Wealth Management | Richmond Heightso | OH | 10/2011 | 06/2020 |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2013 | 06/2020 |
| Cambridge Investment Research Advisors | Fairfield | IA | 11/2013 | 06/2020 |
| The Prudential Insurance Company Of America | Independence | OH | 07/2024 | Present |
| Pruco Securities Llc | Independence | OH | 07/2024 | 11/2024 |
| Neo Partners Llc Dba Motto Mortgage | Shaker Heights | OH | 01/2022 | 06/2024 |
| Lpl Enterprise, Llc | Independence | OH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
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